Mackenzie Investments Charitable Foundation

THE FOUNDATION SUPPORTS CHARITIES WITH A FOCUS ON: SOCIAL WELL-BEING AND WELFARE IN CANADA PARTICULARLY FOR THE BENEFIT OF UNDERPRIVILEGED CHALLENGED AND SICK CHILDREN YOUTH AND YOUNG ADULTS WITH A SPECIAL FOCUS ON CHILDREN AND YOUTH AT HIGH RISK. THE FOUNDATION CAREFULLY REVIEWS THE FOLLOWING FACTORS WHEN MAKING ITS GRANTING DECISIONS: 1. THE OBJECTIVE OF THE CHARITY. THE FOUNDATION FOCUSES ITS GRANT PRIMARILY ON SOCIAL SERVICE ORGANIZATIONS WITH A FOCUS ON CHILDREN AND YOUTH ESPECIALLY THOSE AT RISK. 2. THE SIZE OF THE CHARITY. THE FOUNDATION FOCUSES PRIMARILY ON SMALL-TO-MEDIUM SIZED CHARITIES. 3. THE FUNDING SOURCES OF THE CHARITY. THE FOUNDATION TENDS TO SUPPORT ORGANIZATIONS WHICH RECEIVE THE MAJORITY OF THEIR FUNDING FROM PRIVATE SOURCES (I.E. INDIVIDUAL DONORS FOUNDATIONS CORPORATIONS). 4. GEOGRAPHICAL FOCUS OF THE CHARITY. THE FOUNDATION TENDS TO SUPPORT ORGANIZATIONS WHICH FOCUS THEIR CHARITABLE ACTIVITIES PRIMARILY IN CANADA. 5. THE INDIVIDUALS OR ENTITIES THAT RECEIVE SUPPORT FROM THE CHARITY. THE FOUNDATION SUPPORTS ONLY THOSE ORGANIZATIONS THAT ARE INCLUSIVE IN NATURE AND DOES NOT SUPPORT ORGANIZATIONS THAT EXCLUDE ON THE BASIS OF RACE GENDER NATIONALITY OR SEXUAL ORIENTATION. 6. THE ABILITY OF THE CHARITY TO PROVIDE VOLUNTEER OPPORTUNITIES FOR MACKENZIE EMPLOYEES.